Supporting clients with portfolio planning
We provide firms with an independent assessment of their financial planning, helping them to review the evolution of their portfolios, especially those under specific modelling assumptions.
Specialist Expertise
Our experience and software help firms to calculate their accounting P&L impact under economic scenarios and puts in place an event engine for scenario generation. This allows firms to estimate and predict a portfolio's value and risk based on a range of economic criteria.
Past projects include the unification of asset representation across a bank's entire balance sheet, enabling a unified risk estimate, financial modelling and planning.
Case study
Financial Modelling and Planning Case Studies
Driving the derivatives industry forward

We offer more than just Financial Modelling and Planning. Find out how we can advise your portfolio.
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